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WisdomTree US Total Dividend Fund

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $498M → $494M (-$4.78M)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

66% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $6.37M

Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.15M
Puts
$6.37M
Net Calls
Net Calls Change

Top Buyers

1 +$10.3M
2 +$3.94M
3 +$3.74M
4
LPL Financial
LPL Financial
California
+$3.52M
5
Bank of America
Bank of America
North Carolina
+$3.5M

Top Sellers

1 -$3.35M
2 -$3.1M
3 -$3.08M
4
Jane Street
Jane Street
New York
-$2.49M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.32M
27
$2.19M
28
$2.19M
29
$2.15M
30
$2.13M
31
$2.13M
32
$2.13M
33
$2.11M
34
$2.06M
35
$1.87M
36
$1.76M
37
$1.72M
38
$1.68M
39
$1.66M
40
$1.64M
41
$1.58M
42
$1.52M
43
$1.52M
44
$1.35M
45
$1.34M
46
$1.33M
47
$1.31M
48
$1.3M
49
$1.25M
50
$1.23M